Regional Director

Responsibilities

• Lead the institution activation process, ensuring a smooth transition from sales to active usage of ModernFi's platform
• Be a strategic partner to our clients, ensuring they understand and can effectively utilize all platform features
• Oversee joint marketing activations with clients, coordinating between internal teams (Institution Success, Marketing, Sales) and client stakeholders
• Provide ongoing support to clients, addressing inquiries and resolving issues promptly
• Regularly check in on client usage, identify patterns, and proactively suggest ways to increase platform utilization
• Develop and maintain strong, long-lasting client relationships, serving as the primary point of contact
• Work closely with founding team and the Institution Success team to develop strategies for increasing client engagement and usage
• Identify and communicate upsell opportunities based on client's strategic growth goals
• Gather and communicate client feedback on the product to drive platform improvements

Requirements

• Energized by collaborating with clients and experience in a revenue-generating function
• 5+ years of experience in relationship management, account management or similar roles
• Excellent communication and interpersonal skills for client-facing and internal interactions
• Energized by meeting with key partners in person (and willingness to travel accordingly)
• Proven ability to manage multiple clients and work streams simultaneously
• Strong problem-solving skills and attention to detail
• High level of organization and professionalism, and comfort with data-driven marketing practices
• Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill
• Excited by the prospect of life- and career-changing work in a startup environment
• High EQ, trustworthy, and calm under pressure
• Strong understanding of financial systems, markets, technology, and banking

Benefits

• Generous salary
• Unlimited PTO
• 401(k)
• Premium health, dental, and vision insurance
• Significant equity and commission